Barnaby is a consultant in our Investment team. He advises trustees and employers on all aspects of defined benefit (DB) and defined contribution (DC) investment.
His experience spans a range of investment areas including strategy reviews, fund manager research, funding level monitoring, de-risking frameworks and buy-in transactions.
Barnaby works closely with trustees and sponsors to understand their aims, beliefs and constraints in order to help them develop solutions that work for them.
- worked with trustees and sponsors on a range of investment portfolios from £5 million to over £3 billion
- helped clients to stabilise and close their funding gaps using liability-driven investment strategies and diversified return-seeking portfolios
- advised a number of clients on constructing and implementing de-risking frameworks, enabling them to lock in funding level gains when affordable to do so
- helped a number of clients to design investment strategies targeting buy-in transactions and then implement the trades, working closely with the scheme actuaries and buy-in providers
Barnaby has significant experience of fund manager research, including alternative asset classes such as hedge funds, multi-asset funds and illiquid credit.